Congress Wealth Management LLC Vanguard Health Care ETF Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 110,867 shares of VHT stock, worth $27.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

110,867

Previous 77,086 43.82%

Holding current value

$27.3 Million

Previous $19.6 Million 50.08%

% of portfolio

0.37%

Previous 0.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$254.06 - $273.83 $8.58 Million - $9.25 Million	33,781 Added 43.82%	110,867 $29.3 Million
Q4 2024 Feb 11, 2025	SELL	$250.81 - $283.3 $504,880 - $570,282	-2,013 Reduced 2.54%	77,086 $19.6 Million
Q3 2024 Nov 12, 2024	SELL	$261.88 - $288.1 $158,437 - $174,300	-605 Reduced 0.76%	79,099 $22.3 Million
Q2 2024 Aug 13, 2024	BUY	$252.83 - $269.37 $20.2 Million - $21.5 Million	79,704 New	79,704 $21.2 Million
Q3 2023 Oct 30, 2023	SELL	$235.1 - $250.77 $335,957 - $358,350	-1,429 Reduced 1.74%	80,817 $19 Million
Q2 2023 Jul 13, 2023	SELL	$234.11 - $249.3 $714,737 - $761,112	-3,053 Reduced 3.58%	82,246 $20.1 Million
Q1 2023 Apr 14, 2023	SELL	$228.23 - $249.0 $162,043 - $176,790	-710 Reduced 0.83%	85,299 $20.3 Million
Q4 2022 Feb 02, 2023	BUY	$224.15 - $255.96 $107,143 - $122,348	478 Added 0.56%	86,009 $21.3 Million
Q3 2022 Nov 08, 2022	SELL	$223.7 - $250.44 $150,773 - $168,796	-674 Reduced 0.78%	85,531 $19.1 Million
Q2 2022 Aug 11, 2022	SELL	$219.51 - $264.47 $26,341 - $31,736	-120 Reduced 0.14%	86,205 $20.3 Million
Q1 2022 May 16, 2022	SELL	$235.27 - $264.71 $1.85 Million - $2.08 Million	-7,843 Reduced 8.33%	86,325 $22 Million
Q4 2021 Feb 04, 2022	BUY	$243.71 - $267.51 $22.9 Million - $25.2 Million	94,168 New	94,168 $25.1 Million

Others Institutions Holding VHT

# of Institutions

1,164

Shares Held

23.1M

Call Options Held

30.3K

Put Options Held

16.5K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

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Congress Wealth Management LLC Vanguard Health Care ETF Transaction History